Menta Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,090
| Closed | -$582K | – | 601 |
|
|
2019
Q1 | $582K | Buy |
15,090
+2,098
| +16% | +$80.9K | 0.25% | 144 |
|
|
2018
Q4 | $493K | Buy |
+12,992
| New | +$493K | 0.18% | 159 |
|
|
2015
Q4 | – | Sell |
-8,579
| Closed | -$247K | – | 956 |
|
|
2015
Q3 | $247K | Sell |
8,579
-9,860
| -53% | -$284K | 0.04% | 590 |
|
|
2015
Q2 | $504K | Buy |
+18,439
| New | +$504K | 0.08% | 405 |
|
|
2013
Q3 | – | Sell |
-12,360
| Closed | -$216K | – | 456 |
|
|
2013
Q2 | $216K | Buy |
+12,360
| New | +$216K | 0.14% | 302 |
|